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Get Institutions for : 
Pimco Senior Loan Active Exchange-traded Fund (LONZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    3
Total shares held : 
 4,597,282  
% of shares held : 
 51.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -85,717  
% of shares held change : 
   -0.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 53,210
 1.16%
 
Increased Positions :
14
 870,134
 18.93%
 
Unchanged Positions :
3
 79,116
 1.72%
 
Decreased Positions :
7
-417,502
-9.08%
 
Closed Positions :
9
-591,559
-12.87%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALLIANZ ASSET MANAGEMENT AG 100 - 2024-03-31 2,647,600 $135,425,000 517,900
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 166 - 2024-03-31 953,438 $48,768,000 16,022
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 12 - 2024-03-31 730,857 $37,383,000 59,956
   Roger Wittlin Investment Advisory LLC 5 - 2024-03-31 165,826 $8,482,000 3,403
   Family Investment Center Inc. 15 *New 2024-03-31 153,029 $7,827,000 153,029
   ROYAL BANK OF CANADA 1763 - 2024-03-31 123,191 $6,301,000 -38,575
   LifePro Asset Management 5 - 2024-03-31 86,548 $4,427,000 8,132
   Wright Fund Managment LLC 47 - 2024-03-31 74,800 $3,826,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 934 - 2024-03-31 69,681 $3,564,000 20,766
   LPL FINANCIAL CORP 2396 - 2024-03-31 44,517 $2,277,000 -7,836
   JANE STREET GROUP LLC 2416 - 2024-03-31 33,623 $1,720,000 -15,496
   U.S. Capital Wealth Advisors LLC 272 - 2024-03-31 29,730 $1,521,000 0
   Carnick & Kubik Group LLC 118 - 2024-03-31 24,508 $1,254,000 -7,825
   HILLTOP HOLDINGS INC. 190 - 2024-03-31 24,035 $1,229,000 1,176
   J.W. COLE ADVISORS INC. 322 - 2024-03-31 21,975 $1,124,000 7,813
   ENVESTNET ASSET MANAGEMENT INC 3050 - 2024-03-31 18,270 $935,000 -8,270
   CWM LLC 911 - 2024-03-31 16,852 $862,000 4,188
   Advisor Group Holdings Inc. 2556 - 2024-03-31 15,211 $778,000 3,317
   NAPLES GLOBAL ADVISORS LLC 281 - 2024-03-31 10,225 $523,000 1,025
   Mid-American Wealth Advisory Group Inc. 24 *New 2024-03-31 9,398 $481,000 9,398
   ARMSTRONG ADVISORY GROUP INC 110 - 2024-03-31 8,461 $427,000 0
   TITLEIST ASSET MANAGEMENT LLC 193 *New 2024-03-31 6,868 $351,000 6,868
   SimpliFi Inc. 37 *New 2024-03-31 5,691 $291,000 5,691
   Acorn Wealth Advisors LLC 148 - 2024-03-31 5,526 $283,000 196
   TD Waterhouse Canada Inc. 1041 - 2024-03-31 1,000 $51,000 0
   MORGAN STANLEY 6565 - 2024-03-31 130 $7,000 0
   BANK OF MONTREAL /CAN/ 3384 *Closed 2024-03-31 0 $0 -27,815
   FLOW TRADERS U.S. LLC 907 *Closed 2024-03-31 0 $0 -4,316
   OLD MISSION CAPITAL LLC 947 *Closed 2024-03-31 0 $0 -11,803
   ATRIA INVESTMENTS LLC 930 *Closed 2023-12-31 0 $0 -136,347
   BANK OF AMERICA CORP /DE/ 6571 *Closed 2024-03-31 0 $0 -3,510
   FINANCIAL NETWORK 2840 *Closed 2024-03-31 0 $0 -4,725
   CITADEL ADVISORS LLC 6543 *Closed 2024-03-31 0 $0 -4,999
   UBS Group AG 8344 *Closed 2024-03-31 0 $0 -2
   PROEQUITIES INC. 9838 - 2024-03-31 0 $0 0
  35 Records found
  1    
  Page 1 of 1
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